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Disclosery

Heritage Trust Co: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on CAT, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 13,071 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,071 shares
    Change vs previous 13F +430 shares

    1.21% of the 13F portfolio, value $13,919,317.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,641 shares
    Change vs previous 13F +706 shares

    0.9% of the 13F portfolio, value $8,955,649.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,935 shares
    Change vs previous 13F +234 shares

    0.7% of the 13F portfolio, value $6,837,210.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,701 shares
    Change vs previous 13F -287 shares

    0.59% of the 13F portfolio, value $5,583,143.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,988 shares
    Change vs previous 13F +1,389 shares

    0.54% of the 13F portfolio, value $4,653,862.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,599 shares
    Change vs previous 13F +763 shares

    0.42% of the 13F portfolio, value $3,495,550.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,836 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,568,104.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).